Research
RiskBridge offers comprehensive research and analytical insights, including cycle analysis and asset allocation advice.
- Custom research solutions including ‘white label’ research services
- Macroeconomic and capital market updates
- Analysis of liquidity, business, and market cycles
- Risk and asset allocation research
- Curated manager research and due diligence
Model Portfolios
RiskBridge provides an enhanced investor experience utilizing our Managed Volatility Portfolios (“MVP”). MVP models use a risk budgeting approach designed to keep the portfolio’s targeted volatility aligned with the client’s risk tolerance regardless of the market environment. MVPs tactically adjust the types of risk based on the prevailing macroeconomic regime. This affords us more flexibility than a traditional asset allocation portfolio.
RiskBridge offers conservative, moderate, and aggressive model designs. Each model holds core positions, with smaller tactical positions focused on economic sectors and factors, which are broad drivers of returns. Our MVP models may be licensed directly or offered on select platforms.
Investment Management
RiskBridge seeks to construct resilient portfolios that target a reliable source of long-term performance while guarding against downside risk and protecting our clients’ purchasing power.
- Investment policy statement
- Strategic asset allocation
- Discretionary portfolio management
- Tailored portfolio design and implementation
- Access to curated, unconflicted third-party investment managers
- Environmental, Social, and Governance (ESG) investing
Guidance and Implementation
RiskBridge aims to bridge the gap between enterprise risk and portfolio risks, so investment committees can better focus on their mission and strategic objectives. We bring a breadth of educational and technical expertise spanning risk budgeting and reporting, asset allocation, investment strategies, and due diligence/selection of professional service providers.
- Enterprise and portfolio risk management assessment
- Investment governance and policy reviews
- Asset allocation design and implementation
- Investment committee communication, education, and training
- Family office services and due diligence of professional service firms
- Act as co-fiduciary
